Offshore contract drillers are most likely to suffer under the recently extended and expanded moratorium on activities in the deepwater Gulf of Mexico. Here are the likely winners and losers. Read More
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Some have argued that the recent decline in oil prices represents an abnormal trading pattern or the beginning of a bear market in oil. But past experience doesn’t support that conclusion. Read More
In volatile markets it’s not uncommon for stocks to hit our recommended stops to be hit. Four companies touched our stops over the past few days. Here's my latest take on these positions. Read More
Although large investment banks have profited enormously from commodities trading over the years, community banks in areas with strong ties to the oil and gas industries usually benefit from robust local economies. Read More
Global stock and commodity markets are following developments in European credit markets. Earnings, economic reports and stock-specific news simply aren’t the main drivers of market performance right now. Although the current scare could drag on for a few more weeks, it’s likely to prove a buying opportunity for energy stocks. Read More
Many of our favorite master limited partnerships have pulled back to attractive valuations. Now is the time to buy. Read More
The magnitude and speed of the Flash Crash was unprecedented; there was no way to predict such an event. Here's updated advice on Portfolio recommendations that hit their stop-loss targets. Read More
Selling into a panic-driven market is one of the worst and most costly mistakes you can make as an investor. Regard today's pullback as a buying opportunity. Read More
It might seem callous to identify opportunities to profit from the deadly disaster on the Horizon rig. However, panic and lead to overreaction in markets. And extremes of sentiment typically offer investors opportunities that would never occur in normal trading environments. That’s the case with the oil spill in the Gulf of Mexico. Read More
The massive oil spill in the Gulf of Mexico has captured headlines and led to a reassessment of offshore drilling in the US. But opportunity lurks amid tragedy. Here's my take on how the oil spill affects current Portfolio recommendations. Read More